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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pinnacle Family Advisors
Missouri
$1.32M +$1.31M +22,855 New
ACM
327
Armbruster Capital Management
New York
$1.32M +$99.1K +1,726 +8%
NAS
328
Nicolet Advisory Services
Wisconsin
$1.3M -$529K -9,214 -30%
PFG
329
PAX Financial Group
Texas
$1.3M -$102K -1,772 -7%
MFG
330
Merit Financial Group
Georgia
$1.28M -$709K -12,336 -36%
FWM
331
Fingerlakes Wealth Management
New York
$1.27M -$71.6K -1,246 -5%
BC
332
Brio Consultants
California
$1.27M -$98.5K -1,715 -7%
DWA
333
Delta Wealth Advisors
Indiana
$1.24M +$804 +14 +0.1%
CFMC
334
Curbstone Financial Management Corp
New Hampshire
$1.23M -$25.8K -450 -2%
MCC
335
Money Concepts Capital
Florida
$1.21M +$112K +1,947 +10%
NWA
336
Northwest Wealth Advisors
Washington
$1.19M +$1.18M +20,466 New
PTC
337
Private Trust Company
Ohio
$1.17M +$8.33K +145 +0.7%
SCM
338
Saxony Capital Management
Missouri
$1.17M +$1.16M +20,146 New
FTWA
339
Fifth Third Wealth Advisors
Ohio
$1.17M +$386K +6,725 +50%
WA
340
Waddell & Associates
Tennessee
$1.16M -$1.03K -18 -0.1%
LAM
341
L2 Asset Management
Massachusetts
$1.16M +$601K +10,468 +110%
EFA
342
Evernest Financial Advisors
Indiana
$1.15M +$16.6K +289 +2%
SIC
343
Sterling Investment Counsel
New York
$1.14M +$689 +12 +0.1%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$1.14M +$4.19K +73 +0.4%
BCFS
345
Butensky & Cohen Financial Security
Florida
$1.13M +$24.6K +428 +2%
QWM
346
Quadcap Wealth Management
Texas
$1.11M -$14.1K -246 -1%
RFS
347
Richardson Financial Services
Massachusetts
$1.1M -$6.78K -118 -0.6%
FPWM
348
FSB Premier Wealth Management
Iowa
$1.1M +$5K +87 +0.5%
ASN
349
Advisory Services Network
Georgia
$1.07M +$185K +3,212 +21%
LA
350
Lifeworks Advisors
Michigan
$1.07M +$402 +7 +0%